Actually think $PUMP is getting interesting here. Arguably similar R:R vs it being at 2.5 Bn: - now consistent with its 97% buyback - recouped market share vs Bonk - probably more catalyst coming with new products. I wonder if they’d do a DAT? - SOL pumping and people may look for beta to chase. one of the top beta (and most profitable) also being new coin with no unlock - Upside convexity as market heats up maybe we get memecoin runners - Weak hand HF and retail from ICO all dumped to chase other stuff. If you diamond handed prob not selling here - As it goes higher I think it’s kind of a must-own for funds that allocate to the space. Upside reclexivity. Could see a case it chasing towards the top Defi coins (008-010 per token)